Anic Equity¶
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Total return since start: 0.663 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 50805.84 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45251.32 Kr¶
PnL: ---------------------------------------> -326.27 Kr¶
DD now: ---------------------------------> -4.357 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-19 14:03:56.029700'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| INVISIO | 15 | -0.410000 | 3600.000000 | 37.500000 | 1.050000 | 3562.500000 |
| Hexagon B | 26 | -0.410000 | 3438.500000 | 27.300000 | 0.800000 | 3411.200000 |
| Hexatronic Group | 15 | 3.450000 | 1087.200000 | 19.500000 | 1.830000 | 1067.700000 |
| Nederman Holding | 1 | -0.460000 | 215.000000 | 16.000000 | 8.040000 | 199.000000 |
| Vitec Software Group B | 2 | -0.890000 | 1116.000000 | 15.000000 | 1.360000 | 1101.000000 |
| Sagax A | 4 | 0.000000 | 896.000000 | 12.000000 | 1.360000 | 884.000000 |
| Orrön Energy | 170 | -2.580000 | 2052.750000 | 11.900000 | 0.580000 | 2040.850000 |
| Sagax B | 4 | -0.980000 | 893.600000 | 10.400000 | 1.180000 | 883.200000 |
| Profoto Holding | 7 | -0.710000 | 590.800000 | 8.800000 | 1.510000 | 581.999999 |
| Platzer Fastigheter Holding B | 12 | -0.500000 | 957.600000 | 8.400000 | 0.880000 | 949.200000 |
| Hennes & Mauritz B | 6 | -0.330000 | 917.280000 | 7.320000 | 0.800000 | 909.960000 |
| Addnode Group B | 7 | -1.740000 | 910.000000 | 7.000000 | 0.780000 | 903.000000 |
| Atrium Ljungberg B | 5 | -0.110000 | 907.500000 | 6.000000 | 0.670000 | 901.500000 |
| HEXPOL B | 8 | -0.580000 | 959.200000 | 4.000000 | 0.420000 | 955.200000 |
| SKF B | 5 | -1.110000 | 980.500000 | 2.500000 | 0.260000 | 978.000000 |
| Sandvik | 4 | -1.260000 | 847.600000 | 2.000000 | 0.240000 | 845.600000 |
| Latour B | 4 | -2.950000 | 854.800000 | 0.800000 | 0.090000 | 854.000000 |
| AcadeMedia | 20 | -0.810000 | 976.400000 | 0.800000 | 0.080000 | 975.600000 |
| ASSA ABLOY B | 4 | -1.390000 | 991.600000 | 0.800000 | 0.080000 | 990.800000 |
| Alimak Group | 12 | -0.240000 | 1003.200000 | -1.200000 | -0.120000 | 1004.400000 |
| JM | 7 | -1.600000 | 946.400000 | -1.400000 | -0.150000 | 947.800000 |
| Biotage | 1 | -7.480000 | 146.000000 | -1.500000 | -1.020000 | 147.500000 |
| BHG Group | 109 | -5.520000 | 1417.000000 | -2.180000 | -0.150000 | 1419.180000 |
| Eastnine | 6 | -1.270000 | 654.000000 | -3.000000 | -0.460000 | 657.000000 |
| Byggmax Group | 33 | -1.950000 | 960.960000 | -3.960000 | -0.410000 | 964.920000 |
| BioGaia B | 8 | -2.090000 | 898.400000 | -4.000000 | -0.440000 | 902.400000 |
| Gränges | 10 | 3.720000 | 1032.000000 | -4.000000 | -0.390000 | 1036.000000 |
| Catena | 2 | -0.300000 | 799.600000 | -4.000000 | -0.500000 | 803.600000 |
| Hoist Finance | 36 | 0.360000 | 1002.600000 | -5.400000 | -0.540000 | 1008.000000 |
| Vitrolife | 3 | -2.020000 | 669.000000 | -8.000000 | -1.180000 | 677.000001 |
| EQT | 4 | -2.850000 | 860.400000 | -10.400000 | -1.190000 | 870.800000 |
| OX2 | 12 | -4.490000 | 893.400000 | -13.200000 | -1.460000 | 906.600000 |
| Investor B | 3 | -1.560000 | 644.550000 | -13.450000 | -2.040000 | 657.999999 |
| Creaspac SPAC | 40 | -0.840000 | 3796.000000 | -28.000000 | -0.730000 | 3824.000000 |
| VEF | 788 | -2.400000 | 1858.100000 | -39.400000 | -2.080000 | 1897.504000 |
| Balco Group | 39 | -1.270000 | 1821.300000 | -53.700000 | -2.860000 | 1874.999997 |
| Sedana Medical | 93 | -1.720000 | 2656.080000 | -327.500000 | -10.980000 | 2983.577733 |
| TOTAL | 45251.320000 | -326.270000 | -4.35711% | 45577.591729 |
Updated:¶
'2023-06-19 14:04:12.990540'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
